UAS

United Asset Strategies Portfolio holdings

AUM $1.25B
1-Year Est. Return 23.87%
This Quarter Est. Return
1 Year Est. Return
+23.87%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.09B
AUM Growth
+$15.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
252
New
Increased
Reduced
Closed

Top Buys

1
+$7.64M
2
+$5.7M
3
+$2.92M
4
DDOG icon
Datadog
DDOG
+$1.66M
5
MRVL icon
Marvell Technology
MRVL
+$1.61M

Top Sells

1
+$10.5M
2
+$8.71M
3
+$3.9M
4
BDX icon
Becton Dickinson
BDX
+$3.72M
5
XLB icon
Materials Select Sector SPDR Fund
XLB
+$3.54M

Sector Composition

1 Technology 22.88%
2 Financials 10.41%
3 Communication Services 8.03%
4 Healthcare 7.95%
5 Consumer Discretionary 7.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$549K 0.05%
6,285
-199
177
$547K 0.05%
2,486
+2
178
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13,767
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181
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182
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12,400
183
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184
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11,124
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185
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4,264
-126
186
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187
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188
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189
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190
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191
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193
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194
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195
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196
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197
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2,994
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198
$342K 0.03%
4,618
199
$337K 0.03%
5,769
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200
$335K 0.03%
264
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